Oarsman Capital, Inc. (OCI) offers investment management services, mutual fund/exchange-traded fund portfolios, access to independent investment managers, financial planning, and retirement plan advisory services. OCI creates customized portfolios based on client risk preference, investment horizon, and tax consequences. OCI also has a division, LRC Aviation Advisors, specializing in airline pilot retirement plans and financial planning. Financial planning is generally provided at no additional cost to investment management clients.
Assets Under Management$930M
Clients655
Advisors13
Avg. per Client$1.4M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients other than LRC clients. LRC clients have a different fee schedule. Subject to a minimum account size of $1,000,000 (though this may be waived at OCI’s or LRC’s discretion).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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